SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

937 hedge funds and large institutions have $7.45B invested in Schwab US Broad Market ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 370 increasing their positions, 353 reducing their positions, and 53 closing their positions.

Holders
937
Holders Change
-6
Holders Change %
-0.64%
% of All Funds
14.94%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
57
Increased
370
Reduced
353
Closed
53
Calls
$159M
Puts
$29.7M
Net Calls
+$129M
Net Calls Change
+$58M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
GA
3
GSG Advisors
New Jersey
$15.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$71.2M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$11.4M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
3
Cerity Partners
New York
$5.47M
4
EK
4
Evensky & Katz
Florida
$178M
5
JWS
5
Juncture Wealth Strategies
Arizona
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
701
Clearstead Advisors
Ohio
$310K 6,224 +3,538 +132%
CCM
702
Coldstream Capital Management
Washington
$307K 6,162 -5,118 -45%
PSF
703
Pacific Sun Financial
California
$307K 6,160 – –
TCWM
704
Total Clarity Wealth Management
Illinois
$307K 6,152 +669 +12%
OWM
705
Orgel Wealth Management
Wisconsin
$305K 6,115 -875 -13%
SFG
706
Sage Financial Group
Pennsylvania
$304K 6,097 +560 +10%
MWA
707
Monograph Wealth Advisors
California
$300K 6,026 – –
UAS
708
United Asset Strategies
New York
$299K 6,001 +1 +0%
CAM
709
Cubic Asset Management
Massachusetts
$298K 5,976 +200 +3%
LNC
710
Lincoln National Corp
Pennsylvania
$297K 5,966 +303 +5%
SPWM
711
Schrum Private Wealth Management
Florida
$297K 5,950 – –
BWP
712
Baldwin Wealth Partners
Massachusetts
$296K 5,934 -878 -13%
SGWM
713
Sterling Group Wealth Management
California
$296K 5,929 +22 +0.4%
SHA
714
Seneca House Advisors
Virginia
$295K 5,873 +172 +3%
VIA
715
Vickerman Investment Advisors
Washington
$295K 5,914 +103 +2%
SCM
716
Schnieders Capital Management
California
$293K 5,887 – –
SFP
717
Shepherd Financial Partners
Massachusetts
$293K 5,874 +23 +0.4%
FFM
718
Forum Financial Management
Illinois
$292K 5,849 -593 -9%
BWA
719
Burt Wealth Advisors
Maryland
$288K 5,784 +4 +0.1%
DWM
720
Dakota Wealth Management
Florida
$288K 5,776 +5,776 New
IAM
721
Innovis Asset Management
Illinois
$288K 5,770 – –
FRA
722
Front Row Advisors
California
$287K 5,752 -85 -1%
BDF
723
Black Diamond Financial
Maryland
$287K 5,749 +36 +0.6%
PO
724
Private Ocean
California
$286K 5,746 +21 +0.4%
WA
725
Wealthstream Advisors
New York
$284K 5,688 +405 +8%
27 28
29
30 31